ESSENTIAL DUTIES AND RESPONSIBILITIES
- Follow established project, departmental, company procedures and quality standards
- Participate in the development of training content
- Maintain, enhance, and broaden knowledge and skills of software applications and industry practices
- Provides a high level of customer service to ensure client satisfaction
- Establish strong working relationships with clients as this position is a first impression of Zynergia
- Collaborate and form positive relationships with internal team members in all departments
- Possess working knowledge of the full iSolved product suite
- Maintain current and accurate project status within Zynergia’s project management database (Zoho)
- Partner closely with sales partners to ensure client expectation are being met
- Serve as a client ambassador for continuous improvement of the Implementation process.
- Identify broad level enhancements to continue to foster a “white glove” client experience and improve client satisfaction and retention.
- Provide feedback for advancing project management processes
- Client Specific Implementation Responsibilities
- Owns the process of transitioning new clients to Zynergia
- Serves as primary contact during transition
- Performs a needs analysis (welcome call) to ensure that all services required are prepared and set up
- Provide clients with best practices and necessary system and process changes to achieve implementation milestones and goals
- Sets up new clients accurately and timely using the information provided
- Data entry and/or file upload of client and/or employee records to system
- Responsible for setup and support of client PTO Accrual policies
- Test and troubleshoot client configuration and functionality
- QC of system setups; including but not limited to employee records; PTO policies
- Validate new client input, output, and connectivity
- Identify, research, and assist in resolving any issues with technical resources
- Responsible for upload and audit of new client Quarterly Wages, when applicable
- Facilitate training with new client users
- Oversee smooth transition to the client’s assigned service team (Payroll Specialist and CRM) after being trained and successfully processing 1-3 payroll runs
QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
- Four-year degree or equivalent experience
- At least 3 years’ experience in the PEO industry
- At least 3 years’ experience in a client-facing PEO position. Preferably Implementation or Payroll
- Bachelor's degree from an accredited college or university preferred
- Demonstrates proficiency with PC software with emphasis on Microsoft Office Suite and web tools for conferencing and training.
- Strong communications and interpersonal skills
- Demonstrated organizational and time management skills
- Flexibility in scheduling to meet client needs with short turnaround
- Ability to manage project completion with tight deadlines
- Ability to work efficiently and effectively within a team
- Excellent verbal/written communication skills, including presentation skills
- Ability to build effective professional relationships
- Prior experience successfully interacting with sales functions is strongly preferred
- Must be able to deal with ambiguity, operate at a fast pace and cope with change
- Strategic mindset but ability and willingness to be hands-on
Job Type: Full-time
Pay: $60,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Work setting:
Experience:
- Payroll: 3 years (Required)
- Isolved software: 1 year (Preferred)
- PEO: 3 years (Preferred)
Work Location: Remote